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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,731 | $64,716+61.8% | $112,258-6.7% | $68,495+52.9% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -14.39% | -11.40%-3.0pp | 27.47%-41.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,411 | $2,746+133.4% | $3,636+76.3% | $2,596+146.9% |
| Participant deferral / active EE | $9,290 | $3,565+160.6% | $4,728+96.5% | $4,028+130.7% |
| Admin fee / account holder | $2,915 | $5,232-44.3% | $6,411-54.5% | $5,403-46.1% |